DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,142,612 | +5.7% | 65,684 | +6.5% | 0.49% | +15.1% |
| Q2 2023 | $2,026,911 | -2.4% | 61,702 | -4.2% | 0.42% | -8.4% |
| Q1 2023 | $2,075,934 | +6.0% | 64,410 | 0.0% | 0.46% | -2.3% |
| Q4 2022 | $1,958,064 | +12.9% | 64,410 | -4.3% | 0.48% | +0.8% |
| Q3 2022 | $1,734,000 | -77.2% | 67,325 | -74.5% | 0.47% | -77.2% |
| Q2 2022 | $7,613,000 | +162.6% | 263,530 | +204.4% | 2.07% | +198.7% |
| Q1 2022 | $2,899,000 | – | 86,575 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,475,550 | $38,010,000 | 29.88% |
| Equius Partners, Inc. | 2,086,278 | $53,743,000 | 19.31% |
| RESOURCE CONSULTING GROUP INC | 2,225,171 | $57,320,000 | 16.34% |
| M Financial Asset Management, Inc. | 134,159 | $3,456,000 | 14.80% |
| Rather & Kittrell, Inc. | 461,694 | $11,893,000 | 12.50% |
| Planning Center, Inc. | 586,360 | $15,216,000 | 12.06% |
| Shearwater Capital LLC | 386,777 | $9,963,000 | 11.25% |
| KEB ASSET MANAGEMENT, LLC | 675,123 | $17,391,000 | 11.08% |
| KRAFT ASSET MANAGEMENT, LLC | 408,849 | $10,532,000 | 10.68% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,483,793 | $38,222,000 | 10.40% |